SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)433,967,024.0
- RAUM (discretionary)427,524,219.0
- Actionable assets334,939,888.0
- Accounts (total)376.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM22,520,091.0
- HNW AUM285,688,996.0